Redtail CRM Comparisons

RATING:

4.13

(76)

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Overall Rating
4.13 / 5 (76)
Ease-of-Use
4 / 5
Value for Money
4 / 5
Customer Support
4 / 5
Functionality
4 / 5
Last Review Written
January 13, 2023
Pros/Cons
  • Pros

  • Ease of use, amount of resources and linking features is great.
  • Love the workflows system and the various integrations with other relevant software. Very simple to begin using and easy to learn features afterwards.
  • Cons

  • As far as I know, there is no way to get reminders (a la Outlook) for appointments. I now need to constantly monitor my calendar.
  • Biggest complaint is the lack of calendar and contact syncing with Office 365.
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